Benefits of RPA
Increase Capacity
Work that is automated frees up capacity hours that are better spent on other tasks in the practice.
Better ROI on Your Staff
RPA will augment your staff, not replace them. They will be enabled to work more efficiently and reduce the time spent on projects.
Easy Deployability
Readily installed in existing infrastructure. RPA can be built to interface with your existing software suites.
Detailed Data Capture
RPA can read and transcribe data directly from one program to another. This data can be loaded into spreadsheets to manipulate by the accountant.
Flexibility
RPA can be adjusted based on changes by software vendors. Tax and accounting software changes from year to year and RPA bots can be modified to follow software patches.
Improved Accuracy
Data is processed from one software to another to reduce staff interaction. Reduced staff interaction reduces human error.
Improved Throughput
RPA can process data faster than staff members. Computers do not need to pause to read information and don't require time for fingers to move across the keyboard and mouse.
Scalability
RPA will process one, a hundred, a thousand, or more. Bots will continue to work until the job is complete.
Our Approach
Our focus is working with you on analyzing your existing procedures and seeking out inefficiencies. We believe RPA development is a collaborative process that should include end users and can benefit from the top to the bottom of the org chart. We will collaborate with you, your staff, and IT support to deploy RPAs that will fit your firm.
After we have together identified and made adjustments to address those inefficiencies, we set up RPA bots and workflows to automate procedures, alleviating the workload from your staff. We will use multiple tools at our disposal to maximize efficiency.
We have a combination of expertise for process improvement and standardization with RPA development to facilitate the digital transformation of your accounting practice. Using our methodologies that have been built specifically in the accounting industry, your practice can be more efficient and optimized in executing your goals.
We can help
RPA Platform Setup
RPA Platform Setup
RPA Platform Setup
Automata will work with you to setup your RPA platform in Microsoft Power Automate. This will be your first steps to unlocking automation in your practice.
Consulting
RPA Platform Setup
RPA Platform Setup
Automata can assist you with building your RPA project flow. If you already started your project, but need some guidance from one of our experts, we can help.
RPA Library and Custom Projects
RPA Library and Custom Projects
RPA Library and Custom Projects
Automata has a library of existing bots that you can deploy when you are ready to go from steps to leaps in your RPA journey. If you want something designed specifically for a pain point, we can build RPA Projects to address those issues and alleviate the stress. We will design, build, and test the RPA project before we then deploy that RPA to your practice.
Education
RPA Library and Custom Projects
RPA Library and Custom Projects
Automata offers classes in Power Automate Desktop with the accountant in mind. We offer two levels of curriculum based on the skill of the client.